The AI Gold Rush Just Faced Its First Real Test
The AI trade is officially in a bear market. Wait… what? That can’t be right. Can it? Believe it or not, it’s true. ...
Tag: energy
AI Faces Its Biggest Test Yet
Is the AI spending boom running out of steam? We’re about to find out. The next two weeks will be ...
Earnings Report Card: Reading Between the Earnings Mirage
Every earnings season has one number that looks almost too good to be true. This quarter, it’s coming from the ...
Will AI Spending Send Materials Stocks Higher?
As I wrote yesterday, materials stocks took a beating last week. Even so, the sector remains one of the market’s strongest performers ...
The Overlooked Edge in American Energy
Three weeks in a row? Not this time. Health care relinquished the top spot after leading the market for the ...
Western Digital and the Return of ‘Irrational Exuberance’
Hard drive maker Western Digital (WDC) has been on a tear all year. It rose 41% last week… and is ...
The Tale of Two Solars
Picture two guys having coffee this morning. The first is a residential solar salesman in Phoenix. He used to close ...
The Quiet Bull Market You Missed
2026 has been completely dominated by two major investment themes. The first is the explosion in AI infrastructure spending that ...
Peace at Last. What’s Next for Energy Stocks?
Is it really over? President Donald Trump announced yesterday that America had reached a ceasefire deal with Iran, punctuating the ...
Retail Turnarounds to International Value Plays… New Bulls This Week
Today is Thursday, and you know what that means. I’ll be reviewing the stocks that recently passed the “Bullish” threshold ...
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